Keep a property sheet up to date
Open a property sheet, fill in its access details and instructions, check the listing photos, then copy what is right to your other properties.
The video for this guide is coming soon.
A property sheet gathers everything your team needs to know before going in: the address, the access details, the cleaning instructions, the linen. Use this article to fill it in, correct it, then copy its data to other properties. Allow 5 minutes for a first sheet.
Your properties are not created yet? Start by importing your properties. The sections and fields of the sheet are chosen in the property sheet structure.
Open a property sheet
Step by step
- 1
Open the Properties menu. The list of your properties appears, on the “Active” tab.
- 2
In “Search for an apartment or an address…”, enter the name of the property.
- 3
On the property's row, click Property sheet. The sheet opens on the “Information” tab.
The sheet has five tabs:
| Tab | What you set there |
|---|---|
| Information | The sections of the sheet: the property, access, cleaning, linen and consumables |
| Times and prices | The time of the reference cleaning and the times specific to this property |
| Organisation | Default times, the sector, who comes to this property (by department), excluded people, linen and delivery |
| Connection | The linked listing, the iCal calendars and the linked properties |
| Specifics | The subtasks of this property: what is added to the checklist, or removed from it, for this property only |
Fill in access details and instructions
Step by step
- 1
On the “Information” tab, open the “Access” section.
- 2
In the “Access instructions” field, enter the details: code, key safe, floor, door.
- 3
Click Turn into steps to arrange your text as steps.
- 4
Fill in the fields highlighted in red: these are the required fields.
- 5
Click Save. The message “Sheet saved.” appears.
Set times and organisation
Step by step
- 1
Open the “Organisation” tab.
- 2
Under “Default times”, choose the “Check-in time” and the “Check-out time”.
They are used when the imported booking gives no time. If these fields stay empty, the times from the company settings are used.
- 3
Under “Automatic assignment”, choose the “Sector” of the property.
- 4
Under “Who comes to this property”, click Set up on a department's row if needed to choose and rank the people: see Choose who comes to a property. Under “Excluded people”, add the people never to be suggested for this property, whatever the department.
- 5
Click Save.
View the listing photos
When the property is linked to a listing that has photos, they appear at the top of the sheet.
Step by step
- 1
At the top of the sheet, click the photo. The viewer opens.
- 2
Browse the photos with the arrows.
- 3
Click Refresh photos to read the listing again, when this button is offered.
Copy the sheet to other properties
On a computer, when several properties are alike: same building, same instructions, same settings.
Step by step
- 1
At the top of the sheet, click Copy to other properties. A two-column window opens.
- 2
Under “What I copy”, tick the data to copy.
- The shortcuts “All”, “Access”, “Cleaning”, “Settings” and “None” tick a whole group at once.
- “Search for an item (e.g. code, wifi, bins)…” finds a field.
- 3
Under “To which properties”, tick the destination properties. Filter by “Building”, “Tag”, “Client” or “Source”.
- 4
Click the copy button, for example Copy to 3 properties. The message “Sheet copied to properties: 3.” appears.
Frequently asked questions
Who can edit a property sheet?
Administrators and managers. Only they see the “Property sheet”, “Save” and “Copy to other properties” buttons.
Why is the “Refresh photos” button not shown?
It is only offered for a property linked to management software that supplies the listing photos. A property created by hand has no listing photos.
Does copying change prices?
Only if you tick prices in the “Times and prices” part. A confirmation then shows the before and after, and an invoice already issued never changes.
What happens to the times if I do not set them?
The times from the company settings apply. The “Default times” of the sheet are only used if you fill them in.